Research

Modular DA and sequencing economics

Rollups decouple execution from data availability and ordering. Sequencer fees and DA costs usually dominate recurring spend once you have steady traffic.

What to model first

  1. Expected transactions per second (sustained, not peak hype).
  2. Blob / calldata bytes per transaction after compression.
  3. Your DA layer price curve (fixed tiers vs metered).

Takeaway

Small changes in average tx size or DA pricing move monthly estimates more than micro-optimizing RPC latency—simulate both together before you commit to a stack.